The Certified Financial Planner Board of Standards Inc. reported that 66% of those who took the CFP exam in July passed.
According to the CFP Board, 2,596 individuals took the exam between July 11 and July 18, with 7% of them doing so remotely.
A post-exam survey found that 71% of those taking the exam in July were under 40 years old, and 36% were under 30.
More than 70% of those taking the exam said they received some level of financial support from their company as they pursued their CFP certification. The test-takers said the top three CFP Board resources they used to prepare for the exam were the CFP Board Practice Exam 1, the Exam Candidate Handbook and the CFP Board Candidate Forum.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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